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Kestra Private Wealth Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Kestra Private Wealth Services’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
44,182
+1,645
+4% +$41.8K 0.01% 839
2026
Q1 		$1.08M Buy
42,537
+19,246
+83% +$490K 0.01% 799
2025
Q4 		$591K Buy
23,291
+11,738
+102% +$298K 0.01% 1072
2025
Q3 		$294K Buy
11,553
+2,522
+28% +$64.2K ﹤0.01% 1372
2025
Q2 		$229K Buy
+9,031
New +$228K ﹤0.01% 1439

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Private Wealth Services's IBMP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.9% in Q2 2026, buying an estimated $41.8K and bringing the position to 44,182 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #839.

Kestra Private Wealth Services first reported a position in IBMP in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Kestra Private Wealth Services held 44,182 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.12M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,645 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $41.8K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #839 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.